iShares Core S&P US Growth ETF
IUSG
59 hedge funds and large institutions have $149M invested in iShares Core S&P US Growth ETF in 2013 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 20 increasing their positions, 16 reducing their positions, and 6 closing their positions.
67% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 6
25% more repeat investments, than reductions
Existing positions increased: 20 | Existing positions reduced: 16
7% more funds holding
Funds holding: 55 → 59 (+4)
3% more capital invested
Capital invested by funds: $145M → $149M (+$4.03M)
3.48% less ownership
Funds ownership: 73.21% → 69.73% (-3.5%)
67% less funds holding in top 10
Funds holding in top 10: 3 → 1 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$1.2M |
| 2 |
HSBC Holdings
London,
United Kingdom
|
+$1.16M |
| 3 |
PI
Placemark Investments
Chicago,
Illinois
|
+$1.09M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$1.02M |
| 5 |
WSTAM
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
|
+$1.02M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DS
DRW Securities
Chicago,
Illinois
|
-$6.28M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$3.41M |
| 3 |
U
UBS
Zurich,
Switzerland
|
-$2.98M |
| 4 |
TH
Timber Hill
Greenwich,
Connecticut
|
-$1.66M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$1.32M |
IUSG Hedge Fund Activity: Q3 2013 in Review
59 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P US Growth ETF (IUSG) for Q3 2013, worth a combined $149M — up 2.8% from $145M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new IUSG positions and 6 closed out — a net gain of 4 holders — while 20 added to existing stakes and 16 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $1.2M. The largest seller was DRW Securities, exiting entirely with an estimated $6.28M sold.
- 59 institutional investors held iShares Core S&P US Growth ETF (IUSG) as of Q3 2013, up from 55 in Q2 2013.
- Funds reported $149M of iShares Core S&P US Growth ETF stock for Q3 2013, up 2.8% quarter-over-quarter.
- 10 funds opened new iShares Core S&P US Growth ETF positions in Q3 2013 and 6 closed out, a net change of +4 holders.
- The largest iShares Core S&P US Growth ETF buyer in Q3 2013 was Morgan Stanley, an estimated $1.2M added.
- The largest iShares Core S&P US Growth ETF seller in Q3 2013 was DRW Securities, an estimated $6.28M sold.
Based on aggregated 13F filings for Q3 2013.